Key Points Alphabet is an AI pioneer and continues to lead the way in the industry. AMD has increasingly emerged as Nvidia’s most prominent competitor in the AI accelerator market. CoreWeave’s neocloud technology poses significant risks but offers huge potential. 10 stocks we like better than Alphabet › In evaluating artificial intelligence (AI) stocks, I … Read more
Goldman Desk Sees Fuel Fading, Flags Pullback Risk, Maps 5 Trades
The whipping post
Takeaways • The easy money from positioning is fading as macro shorts and CTA demand peak, shifting the market into an earnings-driven “prove it” phase • The rally remains narrow and mechanically driven, with megacap leadership and options flows masking weaker underlying breadth • Volatility has reset lower, reopening both tail hedging and convex upside … Read more
Nebius Has Landed $46 Billion in AI Cloud Deals. Could This Stock 10X From Here?
The whipping post
Key Points There’s a version of the AI infrastructure story that almost everyone knows: Nvidia (NASDAQ: NVDA) makes the chips, the hyperscalers build the data centers, and the software companies build on top. But the middle layer in that stack — which is the specialized cloud providers who rent GPU compute to companies building artificial … Read more
Everyone's Talking About the SpaceX IPO. Why I Think You Should Avoid It, and What to Buy Instead.
Key Points Everyone’s talking about SpaceX’s initial public offering (IPO), which makes a lot of sense given that it’s led by Elon Musk and features exciting new technology. But good investing is more than flashy CEOs and new frontiers. Here’s why I think investors should avoid the SpaceX IPO, and what you might want to … Read more
There Is Incredible News for Apple Investors. Will It Be Enough to Send the Stock Higher?
Key Points In the first quarter, iPhone shipments increased despite a dip in overall smartphone shipments. Apple could further boost its smartphone market share by adding new AI features. The company’s control over the supply chain should ensure it continues to outperform its peers. 10 stocks we like better than Apple › Apple’s (NASDAQ: AAPL) … Read more